IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,398
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$4.09M
3
+$3.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.43M
5
CCBG icon
Capital City Bank Group
CCBG
+$3.29M

Top Sells

1
+$16.1M
2
+$15.9M
3
+$12.6M
4
AAPL icon
Apple
AAPL
+$11.8M
5
BP icon
BP
BP
+$10.6M

Sector Composition

1 Technology 6.24%
2 Financials 5.45%
3 Healthcare 5.13%
4 Consumer Discretionary 4.04%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3576
$2K ﹤0.01%
100
-1,000
3577
$2K ﹤0.01%
+76
3578
$2K ﹤0.01%
38
3579
$2K ﹤0.01%
257
3580
$2K ﹤0.01%
92
3581
$2K ﹤0.01%
+5
3582
$2K ﹤0.01%
+219
3583
$2K ﹤0.01%
70
3584
$2K ﹤0.01%
14
-17
3585
$2K ﹤0.01%
57
3586
$2K ﹤0.01%
1,689
-2,255
3587
$2K ﹤0.01%
300
-61
3588
$2K ﹤0.01%
10
-100
3589
$2K ﹤0.01%
1,092
3590
$2K ﹤0.01%
23
-12
3591
$2K ﹤0.01%
233
-180
3592
$2K ﹤0.01%
1,600
3593
$2K ﹤0.01%
2,260
-921
3594
$2K ﹤0.01%
3
-3
3595
$2K ﹤0.01%
62
+50
3596
$2K ﹤0.01%
3,000
3597
$2K ﹤0.01%
150
3598
$1K ﹤0.01%
15
-2
3599
– –
0
3600
$1K ﹤0.01%
52
-600
142 143
144
145 146